Global TradFi & Macroeconomics

Recent South Korean IPO stocks including Skylabs rebounded on their listing days in September, reviving investor interest after a period of weak market sentiment. The turnaround followed weak subscription results, with Skylabs pricing below the bottom of its indicative range due to low

According to Samsung Securities, South Korea's initial public offering market is set to accelerate from October, with 16 companies scheduled to conduct investor roadshows and 39 firms undergoing exchange pre-screening. However, institutional mandatory lockup commitment rates for September IPOs

Sixty KOSDAQ companies were designated as management stocks during the July-September period due to market capitalization and stock price deficiencies, despite 88% showing no capital erosion and nearly one-fifth demonstrating revenue growth with positive operating profits. The designations

Foreign investors face significant challenges with South Korea's proposed T+1 settlement system transition, according to data submitted to National Assembly member Seo Il-jun's office by Korea Exchange on the 4th. The data reveals 47.2% of foreign investor institutional settlement approvals occur

According to data from the Korea Exchange submitted on October 4, foreign investors face significant challenges under South Korea's proposed T+1 settlement system. Institutional settlements are approved after the 4 p.m. deadline in 47.2% of foreign investor trades, compared to 12.6% overall.

According to the Capital Market Research Institute, 60 KOSDAQ companies were designated as management-subject firms between July and September for failing to meet market capitalization or share price requirements. Among these, 52 firms (88.1%) showed no capital erosion, and 11 companies (18.6%)

According to National Pension Service data submitted to the National Assembly on October 4, KOSDAQ investment valuation surpassed 10.31 trillion won in February 2026. However, the allocation ratio declined to 2.64%, down from 3.9% in 2021. The fund recorded net selling of 73.8 billion won from

According to the Korean Exchange, major South Korean biotech stocks including Samsung BioLogics, Celltrion, SK Biopharm, and Alteogen rallied on October 1 after declining throughout September. Alteogen surged 4.13%, followed by Celltrion

NH Investment & Securities researcher Ha Jae-seok recommended cash flow-focused exchange-traded funds (ETFs) as an alternative to S&P500 index investing amid rising concerns over artificial intelligence investment burdens and interest rate increases in the US market. The recommendation addresses inv

According to NH Investment & Securities analyst Ha Jae-seok, while S&P 500 earnings are projected to increase 32% this year, rising interest rates and heavy AI investment expenses are creating headwinds for investors. U.S. Treasury 10-year yields have surpassed 5%, a key risk factor that increases c

High-net-worth investors in South Korea with financial assets of 500 million KRW or more executed significant portfolio rebalancing in their overseas stock holdings during Q3, according to data compiled by Samsung Securities, Mirae Asset Securities, and Korea Investment Securities. The investors

According to CNBC, Cerebras stock closed at $166.43 on Friday, Oct. 2, down 19.5% from the prior week's $206.75, falling 10% below the $185 IPO price from May 14. The decline marks the lowest regular-session close since the company's debut. The sell-off followed SemiAnalysis' report that OpenAI's

The Group of Seven agreed on Oct. 2 to release 100 million barrels of stockpiled diesel, crude oil, and other fuels over four months through the International Energy Agency, with the first 20 days prioritizing large diesel releases. The agreement followed U.S. threats to halt diesel exports to

According to data compiled by Samsung, Mirae Asset, and Korea Investment Securities on October 4, ultra-high-net-worth individuals in South Korea (with financial assets exceeding 500 million Korean won) significantly adjusted their overseas stock portfolios in the third quarter. The wealthy

According to KOSCOM ETF Check, KODEX WTI Crude Oil Futures (H) ETF recorded the highest return of 35.22% among Korea-listed ETFs from July 1 to September 30, 2026. WTI crude oil prices rose 30.10% during the period, climbing from $69.50 per barrel in late June to $90.42 by month-end

The Federal Reserve will release the minutes of its September Federal Open Market Committee meeting on Oct. 7 at 2 p.m. ET. The week of Oct. 5–9 also features key U.S. economic data releases including the September Services PMI, ISM Non-Manufacturing Index, ADP employment report, initial jobless

According to the UK's largest breakdown recovery service, diesel prices in Britain reached 2 GBP per liter (approximately 17.75 Chinese yuan) on October 2, surpassing the previous record set in June 2022.

Ultra-high-net-worth investors in South Korea sold approximately 1.6 trillion won worth of Samsung Electronics and SK Hynix stocks during Q3, according to portfolio analysis from three major brokerages. The asset holders—defined as individuals with financial assets of 1 billion won or

According to Korean Economic Daily analysis of portfolios from three major South Korean securities firms, ultra-high-net-worth investors with financial assets exceeding 1 billion won sold 1.6 trillion won in Samsung Electronics and SK Hynix shares during the third quarter, realizing gains amid

On October 3, Bitwise CEO Hunter Horsley disclosed he had purchased the Bitwise NEAR ETF personally, without specifying the amount. The announcement came as the fund's third trading day saw net inflows of approximately $9 million, following investor purchases during NEAR's recent market